West Financial Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$81K | – | 189 |
|
|
2022
Q3 | $81K | Hold |
1,000
| – | – | 0.02% | 85 |
|
|
2022
Q2 | $90K | Hold |
1,000
| – | – | 0.03% | 81 |
|
|
2022
Q1 | $111K | Hold |
1,000
| – | – | 0.03% | 77 |
|
|
2021
Q4 | $103K | Hold |
1,000
| – | – | 0.03% | 87 |
|
|
2021
Q3 | $125K | Hold |
1,000
| – | – | 0.04% | 71 |
|
|
2021
Q2 | $124K | Hold |
1,000
| – | – | 0.04% | 64 |
|
|
2021
Q1 | $118K | Hold |
1,000
| – | – | 0.04% | 66 |
|
|
2020
Q4 | $117K | Buy |
+1,000
| New | +$117K | 0.04% | 64 |
|